Welcome to Mtp Financial
Your trusted partner for comprehensive financial solutions and expert guidance
Explore NowAbout
Providing expert financial guidance and services for individuals and businesses
Your Partner in Financial Success
Based in Covington, Georgia, we are dedicated to helping our clients achieve their financial goals through our comprehensive suite of tailored financial services.
Contact UsWealth Management
Strategic guidance to help you grow and protect your assets for a secure future.
Investment Planning
Comprehensive investment strategies tailored to your risk tolerance and goals.
Retirement Planning
Build a solid plan to ensure a comfortable and financially secure retirement.
Client Commitment
A track record of trusted service for clients across Georgia and beyond.
Our Services
Explore our comprehensive range of professional financial services
Wealth Management
Holistic financial planning and asset management to grow and preserve your wealth for the long term.
Investment Advisory
Personalized investment portfolios and ongoing management to help you reach your financial objectives.
Retirement Planning
Strategies for IRA, 401(k), and pension plans to ensure you are prepared for a secure retirement.
Estate Planning
Guidance on trusts, wills, and legacy planning to protect your assets and provide for your heirs.
Business Financial Planning
Financial strategies for business owners, including succession planning and cash flow management.
Insurance Solutions
Review of insurance needs, including life, long-term care, and disability income protection.
Client Reviews
What our clients say about their experience with Mtp Financial
The retirement planning services we received were exceptional. We now have a clear path to a secure future with confidence!
Robert J.
Covington, GA
Their investment advisory helped us navigate market volatility and come out stronger than ever. Highly recommended!
Susan M.
Conyers, GA
The estate planning guidance from Mtp Financial gave our family peace of mind. Exceptional service and expertise!
Thomas W.
Madison, GA
Their wealth management services saved us from potential financial pitfalls. Professional, thorough, and incredibly helpful.
Patricia L.
Social Circle, GA
The business financial planning support ensured our company's growth was strategic and sustainable. Outstanding service!
Jennifer K.
Local Business Owner
Secure Your Financial Future With Us
Contact us today for a complimentary financial review and discuss strategies for your financial growth and security.
Contact Us NowOur Team
Experienced financial professionals dedicated to your success
Michael Johnson
Founder & Financial Advisor
Sarah Williams
Wealth Management Director
David Miller
Client Relations Manager
Emily Thompson
Investment AnalystFrequently Asked Questions
Have questions about our financial services or how we can help you? We've compiled answers to some of our most common inquiries below.
1. What types of financial planning do you offer?
We offer comprehensive financial planning including retirement, investment, estate, and tax planning strategies tailored to your individual goals and circumstances.
2. How do you customize your financial advice for different clients?
We begin with a deep understanding of your financial situation, risk tolerance, and long-term objectives, then develop a personalized strategy designed specifically for your needs.
3. What is your typical process for new clients?
We start with an initial discovery meeting, followed by a detailed financial analysis, proposal of recommendations, implementation of agreed strategies, and ongoing portfolio reviews.
4. Do you offer ongoing portfolio management?
Yes, we offer continuous portfolio management with regular reviews and adjustments based on market conditions and changes in your financial goals.
5. How are your fees structured?
We believe in transparent fee structures. We offer both fee-based and asset-under-management models, which we will explain in detail during our initial consultation.